+52,056.9%
AAPL vs ISRG
+22,221.5%
+29,835.5%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.2% | +2.1% |
| 7D | +1.8% | -6.8% | +8.5% | +3.3% |
| 30D | +4.3% | +5.1% | -0.8% | +3.1% |
| 3M | +16.6% | +12.0% | +4.6% | +13.5% |
| 6M | +21.6% | +7.0% | +14.6% | +18.7% |
| YTD | +31.2% | -20.6% | +51.8% | +36.6% |
| 1Y | +29.6% | -21.4% | +51.0% | +35.1% |
| 3Y | +93.1% | +62.0% | +31.1% | +69.4% |
| 5Y | +146.2% | +28.1% | +118.1% | +124.3% |
| 10Y | +1,326.9% | +550.7% | +776.2% | +855.5% |
| All | +52,056.9% | +22,221.5% | +29,835.5% | +17,282.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ISRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling